SGC
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Slocum, Gordon & Co’s Hershey HSY Stock Holding History

Slocum, Gordon & Co’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-693
Closed -$115K – 91
2025
Q2 		$115K Hold
693
– – 0.09% 71
2025
Q1 		$119K Hold
693
– – 0.09% 66
2024
Q4 		$117K Hold
693
– – 0.1% 67
2024
Q3 		$133K Hold
693
– – 0.05% 67
2024
Q2 		$127K Hold
693
– – 0.09% 62
2024
Q1 		$135K Buy
+693
New +$134K 0.1% 60
2023
Q4 		– Sell
-693
Closed -$139K – 144
2023
Q3 		$139K Hold
693
– – 0.12% 61
2023
Q2 		$173K Buy
693
+64
+10% +$16.8K 0.13% 54
2023
Q1 		$160K Hold
629
– – 0.13% 56
2022
Q4 		$146K Buy
+629
New +$145K 0.09% 54

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Slocum, Gordon & Co's HSY Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Hershey (HSY) in Q3 2025, closing a stake of 693 shares — an estimated $115K sold.

Slocum, Gordon & Co first reported a position in HSY in Q4 2022 and held it in 10 quarters. The position peaked at $173K in Q2 2023. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 693 Hershey shares in Q3 2025, an estimated $115K.
  • Slocum, Gordon & Co first reported a position in Hershey in Q4 2022 and held it in 10 quarters.
  • Slocum, Gordon & Co's Hershey position peaked at $173K in Q2 2023.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.